greg d'alessandro

partner

About

I love improving lives by helping people determine their best path to financial success. Being part of an extremely successful investment practice that specializes in investment planning and portfolio management, I am able to help provide tailored paths toward optimal wealth creation. Whether one is new to investing, merely placed in generic funds, or handling everything themselves, I am always happy to help.

Country

united states

City

charleston

Industry

venture capital & private equity

Skill

legal research, finance, litigation, portfolio management, investments, commercial real estate, securities, legal writing, civil litigation, wealth management, appeals, microsoft office, financial planning, financial markets, investment advisory, investment strategies, nonprofits, real estate transactions, equities, fixed income, fixed income strategies, bonds

Experience

partner

elevate senior living

managing director

trinus investments partners

2017-6 - Present · 9 yrs 4 mos

Investment fund focused on fixed income arbitrage positions.

managing partner

white sand retirement

2016-1 - Present · 10 yrs 9 mos

Co-Founder of international real estate development and investment firm, responsible for all financial and legal concerns. Geographic focus is in the Caribbean and North America.

attorney

brach eichler llc

2013-4 - 2015-4 · 2 yrs 1 mo

Represented investors, developers, and financiers across all classes of commercial and residential real estate. Handled approximately $800 million in deals.

attorney

garippa, lotz & giannuario

2012-1 - 2013-4 · 1 yr 4 mos

Represented numerous Fortune 500 companies and investment firms against municipalities regarding the valuation of real assets.

counsel

backpacks for life, inc.

2014-6 - Present · 12 yrs 4 mos

Advise charity founded and managed by my brother, a US Marine Corps. veteran. BPFL supports homeless US veterans. Please visit http://www.backpacksforlife.org/ for additional information. Any support is greatly appreciated!

vice president

ubs

2015-4 - 2016-12 · 1 yr 9 mos

Focus on developing customized investment portfolios for our clients which we manage on a daily basis. Optimize 401(k)s, broker securities, and advise on all aspects of investing.